Relationship Manager Assistant - Poland

Your Role

As Relationship Manager Assistant - Poland at Bank J. Safra Sarasin you are an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide seamless, client-centric experiences through efficient administrative, operational, and compliance-related tasks.

Your Responsibilities

• Partner with CRMs to manage overall day-to-day business
• Responding to customer enquiries by email or telephone
• Perform account openings, closings and other documentations
• Prepare client meetings and occasionally events
• Monitor client portfolios, handle client orders in the absence of CRMs, handle asset maturities and corporate actions
• Deal with internal and external policies and compliance regulations including FATCA, anti-money laundering (AML), MiFID, etc.

Your Profile

• University degree in finance
• First relevant work experience in Private Banking
• Strong organizational and analytical capabilities with a proven ability to prioritize effectively and perform under pressure
• Excellent Microsoft Office skills; familiarity with the banking software Avaloq is an advantage
• Strong work ethics, integrity and high level of accountability
• Fluent in English; proficiency in German and/or Polish is a plus

Benefits

• Entrepreneurial spirit in a family owned bank
• Central city office locations across Switzerland
• Above average insurance coverage fully borne by the bank
• Contribution to health insurance and meal allowance
• Global growth strategy and stable environment
• Competitive offering